netherlandsnl
‘With tech companies we need to be very vigilant’

‘With tech companies we need to be very vigilant’

20-09-2019 | Podcast

In our latest podcast, portfolio manager Jack Neele talks about the tricks of the trade in trends investing. Valuation of many of the growth stocks obviously is one of the challenges. “The valuation of our portfolio is much higher than the market, but we think that’s justified.” Neele also talks about new trends he sees developing and what would be the right moment to invest in these trends.

Beschikbaar op
Podcast Apple Podcast Spotify Podcast Stitcher
Stem af op de podcasts van Robeco
Stem af op de podcasts van Robeco
Luister alle afleveringen
Gerelateerd aan dit artikel: